Cambrian Capital Limited Partnership [Rocket]

Holdings

Cambrian Capital Limited Partnership

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Diamondback Energy, Inc.	FANG	COM	50,484	-10,700	4,688,000	-813,000	9.18	0.03	Hist	12/31/2019
CANADIAN NATURAL RESOURCES LTD	CNQ	Common	106,900	0	3,458,000	611,000	6.77		Hist	12/31/2019
FRANCO NEVADA Corp	FNV	COM	31,000	0	3,202,000	376,000	6.27		Hist	12/31/2019
California Resources Corp	CRCQQ	COM	343,200	100,000	3,099,000	618,000	6.07	0.70	Hist	12/31/2019
Wheaton Precious Metals Corp.	WPM	COM	101,450	0	3,018,000	356,000	5.91		Hist	12/31/2019
PIONEER NATURAL RESOURCES CO	PXD	Common	19,524	0	2,955,000	499,000	5.79	0.01	Hist	12/31/2019
TEXAS PACIFIC LAND TRUST	TPL	Common	3,550	-1,000	2,773,000	-183,000	5.43	0.05	Hist	12/31/2019
ANTERO RESOURCES Corp	AR	Common	940,100	309,400	2,679,000	774,000	5.25	0.31	Hist	12/31/2019
RIO TINTO LTD	RTP	Common	43,600	0	2,588,000	317,000	5.07		Hist	12/31/2019
CONTINENTAL RESOURCES, INC	CLR	Common	68,550	-22,400	2,351,000	-449,000	4.61	0.02	Hist	12/31/2019
Antero Midstream Corp	AM	Common	292,800	143,200	2,222,000	1,115,000	4.35	0.06	Hist	12/31/2019
NexGen Energy Ltd.	NXE	Common	1,513,000	0	1,937,000	-30,000	3.79		Hist	12/31/2019
Coterra Energy Inc.	COG	Common	108,822	0	1,895,000	-17,000	3.71	0.03	Hist	12/31/2019
VERMILION ENERGY INC.	VET	COM	110,800	42,800	1,813,000	677,000	3.55		Hist	12/31/2019
ISHARES SILVER TRUST ISHARES	SLV	OPTION	100,000	100,000	1,668,000	1,668,000	3.27		Hist	12/31/2019
HALLIBURTON CO	HAL	Common	67,601	-11,200	1,654,000	169,000	3.24	0.01	Hist	12/31/2019
Crescent Point Energy Corp.	CPG	COM	281,200	-161,800	1,257,000	-630,000	2.46		Hist	12/31/2019
SCHLUMBERGER LIMITED/NV	SLB	Common	27,400	0	1,101,000	165,000	2.16	0.00	Hist	12/31/2019
Cheniere Energy, Inc.	LNG	Common	17,580	0	1,074,000	-35,000	2.10	0.01	Hist	12/31/2019
CONCHO RESOURCES INC	CXO	Common	10,579	0	926,000	208,000	1.81	0.01	Hist	12/31/2019
National Energy Services Reunited Corp.	NESR	SHS	100,000	0	912,000	244,000	1.79		Hist	12/31/2019
Hudbay Minerals Inc.	HBM	COMMON	204,650	0	849,000	110,000	1.66		Hist	12/31/2019
MNRL Sub Inc.	MNRL	Common	19,300	0	414,000	30,000	0.81		Hist	12/31/2019
ALAMOS GOLD INC	AGI	COM CL A	63,500	0	382,000	14,000	0.75		Hist	12/31/2019
TECK RESOURCES LTD	TCK	Common	0	-47,100	0	-764,000	0.00	0.00	Hist	12/31/2019
ALBEMARLE CORP	ALB	Common	0	-27,450	0	-1,908,000	0.00	0.00	Hist	12/31/2019
GOLAR LNG LTD	GLNG	Common	0	-68,050	0	-884,000	0.00	0.00	Hist	12/31/2019
RANGE RESOURCES CORP	RRC	Common	0	-309,044	0	-1,181,000	0.00	0.00	Hist	12/31/2019
ANTERO RESOURCES Corp	AR	CALL	0	-200,000	0	-604,000	0.00	0.00	Hist	12/31/2019
California Resources Corp	CRC	CALL	0	-100,000	0	-1,020,000	0.00	0.00	Hist	12/31/2019